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Wealth Preservation

Business and real estate owners and executives, insurance brokers, and professionals including physicians, CPAs, financial planners, and advisors all rely on Finch, Thornton & Baird, LLP for our experience in wealth preservation strategies.  So too do multi-generational families, young couples with children, and individuals.  Our skillful attorneys guide clients through all aspects of trusts and estate planning, administration, and probate matters to ensure comprehensive wealth preservation is faithfully executed.

THE EXPERIENCE YOU NEED FOR WHATEVER YOU NEED.

From trusts and estate planning to estate administration and litigation, you want the right resources to handle the situation.  In many cases, one of our thoughtful attorneys with strong negotiating skills and well versed in current wealth preservation best practices may be all you need.  Other cases, however, sometimes call for the might and muscle that only an experienced legal team with a track record of litigation success in the highest courts can provide.

WITH A PLAN IN PLACE TO PROTECT YOUR WEALTH, YOU’LL SLEEP BETTER.

Our attorneys take scrupulous care to first thoroughly understand each client’s specific needs and goals.  Only then are we able to carefully devise a strategic plan and prepare the appropriate legal documents.  We work to identify and resolve all issues related to taxes — including income, gift, estate, and property taxes — liquidity, business and property succession, and asset protection.  Importantly, we endeavor simultaneously to facilitate the transfer of wealth to future generations and minimize post-death disputes.  It is a process designed to save you and your heirs money and aggravation down the road.

BRINGING EXPERTISE TO A COMPLICATED AND CHALLENGING EXPERIENCE.

The firm also represents fiduciaries and beneficiaries of trusts and estates.  Our attorneys counsel fiduciaries regarding risk mitigation and their duties and responsibilities in the course of a trust or estate administration.  We advise beneficiaries of their rights, too.  Through this valuable combination of the firm’s litigation experience and its knowledge of trusts and estates planning,  we are uniquely positioned to resolve, or to litigate, a multitude of trust and estate disputes.

Our expertise with Wealth Preservation includes:

Trusts and Estates Planning:

  • Revocable living trusts, wills, and powers of attorney
  • Business and succession planning
  • Disability planning
  • Premarital planning
  • Charitable planning
  • Counseling fiduciaries and families in the proper retention of care providers

Trusts and Estates Administration:

  • Trustee advice and risk mitigation
  • Beneficiary advice
  • Probate
  • Will and trust contests
  • Breach of fiduciary duty claims
  • Financial elder abuse
  • Disputes between co-trustees, and trustees and beneficiaries
  • Interpretation of wills and trusts provisions
  • Removal of fiduciaries
  • Undue influence and lack of capacity claims

Cease and Desist of Trademark and Copyright Infringement

The firm represents a multi-national manufacturer and retailer of luxury clothing goods. The firm’s client…

Caregiver/Fiduciary/Trust Administrator & Employment Litigation

The firm represented the beneficiary of a multi-million dollar irrevocable trust who was sued by…

Defense of Former Co-Trustee from Claims by Beneficiary and Successor Co-Trustee

Defended former co-trustee from multi-million dollar claim for damages brought by beneficiary and successor trustee.…

Breach of Trust and Surcharge Petition Against Corporate Fiduciary

Petitioned for breach of trust, removal, and surcharge against a corporate trustee, succeeding in compelling…

Expansion Of International Bar And Club Brand Into United States

Negotiated and structured alliance of client's international business with United States venture capitalists to expand…

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